2023 Form 5500 filing — Misc Drivers And Helpers Local #638 Health, Welfare, Eye And Dental Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729114345NAL0011001107004) for Misc Drivers And Helpers Local #638 Health, Welfare, Eye And Dental Fund, reported by Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla under EIN 41-6023675 and plan number 501. It reports 3,549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729114345NAL0011001107004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla
- EIN
- 41-6023675
- Plan number
- 501
- Location
- Bloomington, MN
- Participants
- 3,549
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,555,757
- Total liabilities (EOY)
- $4,343,159
- Net assets (EOY)
- $100,212,598
- Employer contributions
- $78,409,016
- Participant contributions
- $1,871,835
- Total income / additions
- $94,592,907
- Benefits paid
- $78,273,922
- Administrative expenses
- $1,151,827
- Total expenses
- $79,425,749
- Net increase / (decrease)
- $15,167,158
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bcbsmn, Inc. | NONE | $1,111,810 | $172,951 |
| Wilson-Mcshane Corporation | NONE | $1,103,405 | not reported in the loaded dataset |
| Cooke & Bieler | NONE | $102,271 | $0 |
| Erickson, Bell, Beckman, & Quinn P. | NONE | $96,687 | not reported in the loaded dataset |
| Delta Dental Of Mn | NONE | $96,657 | not reported in the loaded dataset |
| Cbiz Investment Advisory Services | NONE | $93,723 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $82,851 | not reported in the loaded dataset |
| Optum Rx, Inc. | NONE | $23,080 | $42,155 |
| Victory Capital Management | NONE | $58,398 | $0 |
| The Segal Company | NONE | $51,977 | not reported in the loaded dataset |
| Highland Capital Management | NONE | $50,600 | not reported in the loaded dataset |
| Mn Teamsters Service Bureau | NONE | $47,894 | not reported in the loaded dataset |
| Mairs & Power, Inc. | NONE | $43,941 | $0 |
| Union Bank & Trust | NONE | $43,752 | $0 |
| Reinhart Boerner Van Deuren S.C. | NONE | $35,437 | not reported in the loaded dataset |
| Wcm Investment Management | NONE | $26,457 | $0 |
| Legacy Professionals Llp | NONE | $26,000 | not reported in the loaded dataset |
| Steve Hawley | TRUSTEE | $12,000 | not reported in the loaded dataset |
| Al Gudim | TRUSTEE | $7,500 | not reported in the loaded dataset |